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Portfolio (Quarterly) Guide ↗

Legacy Bridge, LLC

· CIK 0001689144
13F Portfolio $262M AUM 320 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 18 New 85 Added 51 Reduced 162 Exited
Page 6 of 16  ·  320 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SNOW SNOWFLAKE INC Technology 5,107.0 $770K 0.29% +106.0 +2.1% $150.82 +17.8%
102 IJH ISHARES TR 11,301.0 $763K 0.29% +608.0 +5.7% $67.53 +10.5%
103 TM TOYOTA MOTOR CORP Consumer Cyclical 3,678.0 $758K 0.29% +80.0 +2.2% $206.09 -7.8%
104 UNP UNION PAC CORP Industrials 2,970.0 $721K 0.28% -135.0 -4.3% $242.62 +11.7%
105 NSIT INSIGHT ENTERPRISES INC Technology 10,415.0 $698K 0.27% $67.01 +49.4%
106 MDLZ MONDELEZ INTL INC Consumer Defensive 11,769.0 $678K 0.26% $57.64 +6.2%
107 COP CONOCOPHILLIPS Energy 5,048.0 $666K 0.25% -55.0 -1.1% $132.00 -11.7%
108 SCHA SCHWAB STRATEGIC TR 22,660.0 $659K 0.25% $29.08 +16.8%
109 PG PROCTER & GAMBLE CO Consumer Defensive 4,430.0 $640K 0.24% $144.44 -1.0%
110 CELH CELSIUS HLDGS INC Consumer Defensive 17,672.0 $627K 0.24% +190.0 +1.1% $35.48 -16.4%
111 TEM TEMPUS AI INC Healthcare 13,208.0 $597K 0.23% +790.0 +6.4% $45.22 +3.2%
112 CME CME GROUP INC Financial Services 1,995.0 $589K 0.23% $295.35 -4.3%
113 NOW SERVICENOW INC Technology 5,525.0 $578K 0.22% -120.0 -2.1% $104.55 -4.4%
114 WFC WELLS FARGO & CO Financial Services 6,417.0 $511K 0.20% $79.61 -2.6%
115 IVW ISHARES TR 4,355.0 $493K 0.19% +50.0 +1.2% $113.11 +22.3%
116 MCD MCDONALDS CORP Consumer Cyclical 1,581.0 $491K 0.19% -271.0 -14.6% $310.79 -10.1%
117 HRB BLOCK H & R INC Consumer Cyclical 15,265.0 $485K 0.18% $31.74 +22.3%
118 SPY STATE STR SPDR S&P 500 ETF T Financial Services 724.0 $471K 0.18% $650.64 +15.4%
119 IGSB ISHARES TR 8,382.0 $441K 0.17% $52.56 -0.3%
120 ILOW AB ACTIVE ETFS INC 9,757.0 $416K 0.16% NEW $42.66 +6.2%
Page 6 of 16  ·  320 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.3%
Industrials 17.6%
Financial Services 11.5%
Consumer Cyclical 7.2%
Utilities 7.0%
Healthcare 5.9%
Energy 5.9%
Consumer Defensive 4.7%
Communication Services 3.3%
Real Estate 2.1%